Insight Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Insight Wealth Partners’s Portfolio CL Stock Details CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Hold	2,439	–	–	0.03%	126
2026 Q1	$208K	Sell	2,439 -414	-15%	-$36.9K	0.03%	118
2025 Q4	$225K	Sell	2,853 -1,924	-40%	-$151K	0.03%	107
2025 Q3	$382K	Buy	4,777 +9	+0.2%	+$768	0.12%	79
2025 Q2	$433K	Sell	4,768 -116	-2%	-$10.6K	0.17%	73
2025 Q1	$458K	Sell	4,884 -26	-0.5%	-$2.33K	0.08%	75
2024 Q4	$446K	Buy	4,910 +26	+0.5%	+$2.48K	0.06%	71
2024 Q3	$507K	Buy	4,884 +5	+0.1%	+$510	0.1%	69
2024 Q2	$473K	Hold	4,879	–	–	0.08%	64
2024 Q1	$439K	Buy	4,879 +125	+3%	+$10.6K	0.08%	63
2023 Q4	$379K	Hold	4,754	–	–	0.07%	57
2023 Q3	$338K	Hold	4,754	–	–	0.07%	57
2023 Q2	$366K	Hold	4,754	–	–	0.08%	55
2023 Q1	$357K	Hold	4,754	–	–	0.08%	45
2022 Q4	$375K	Hold	4,754	–	–	0.28%	38
2022 Q3	$334K	Hold	4,754	–	–	0.32%	42
2022 Q2	$381K	Hold	4,754	–	–	0.29%	42
2022 Q1	$360K	Hold	4,754	–	–	0.2%	51
2021 Q4	$406K	Buy	+4,754	New	+$371K	0.08%	55

Other funds holding CL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Insight Wealth Partners's CL Position: Q2 2026 in Review

Insight Wealth Partners held its Colgate-Palmolive (CL) position steady in Q2 2026 at 2,439 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #126.

Insight Wealth Partners first reported a position in CL in Q4 2021 and has held it in 19 quarters since. The position peaked at $507K in Q3 2024. 2,017 funds tracked by Wall St. Rank hold CL as of Q2 2026.

Insight Wealth Partners held 2,439 shares of Colgate-Palmolive worth $224K as of Q2 2026.
Insight Wealth Partners left its Colgate-Palmolive share count unchanged in Q2 2026.
Colgate-Palmolive made up 0.03% of Insight Wealth Partners's portfolio in Q2 2026, its #126 holding.
Insight Wealth Partners first reported a position in Colgate-Palmolive in Q4 2021 and has held it in 19 quarters since.
Insight Wealth Partners's Colgate-Palmolive position peaked at $507K in Q3 2024.
2,017 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.